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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,738 | $162,136+49.1% | $152,301+58.7% | $154,746+56.2% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 4.15% | 91.02%-86.9pp | 80.50%-76.4pp | 172.34%-168.2pp |
| Employer contribution / active EE | $4,737 | $4,890-3.1% | $4,624+2.4% | $4,379+8.2% |
| Participant deferral / active EE | $9,831 | $8,341+17.9% | $8,004+22.8% | $6,730+46.1% |
| Admin fee / account holder | $4,476 | $15,759-71.6% | $14,398-68.9% | $14,365-68.8% |